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Summit Place Financial Advisors’s Verizon VZ Stock Holding History

Summit Place Financial Advisors’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,566
Closed -$229K – 115
2026
Q1 		$229K Buy
+4,566
New +$212K 0.11% 102
2021
Q4 		– Sell
-5,203
Closed -$281K – 106
2021
Q3 		$281K Buy
+5,203
New +$288K 0.2% 94

Other funds holding VZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Place Financial Advisors's VZ Position: Q2 2026 in Review

Summit Place Financial Advisors sold out of Verizon (VZ) in Q2 2026, closing a stake of 4,566 shares — an estimated $229K sold.

Summit Place Financial Advisors first reported a position in VZ in Q3 2021 and held it in 2 quarters. The position peaked at $281K in Q3 2021. 3,126 funds tracked by Wall St. Rank hold VZ as of Q2 2026.

  • Summit Place Financial Advisors reported no remaining Verizon position as of Q2 2026 after selling out during the quarter.
  • Summit Place Financial Advisors sold 4,566 Verizon shares in Q2 2026, an estimated $229K.
  • Summit Place Financial Advisors first reported a position in Verizon in Q3 2021 and held it in 2 quarters.
  • Summit Place Financial Advisors's Verizon position peaked at $281K in Q3 2021.
  • 3,126 funds tracked by Wall St. Rank held Verizon as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.